Benefits for Sales & Marketing

Customer Relationship Management, Marketing Campaign Management, Quote Management

As a Business Development professional, you are tasked with helping your firm drive revenue, capture new business opportunities, and manage clients to ensure maximum satisfaction levels. As a result, it’s critical that you have a 360-degree view of your clients and prospects, helping you to manage upcoming interactions, track on-going project activities, and oversee new business opportunities.

Our Microsoft Dynamics 365 for Finance and Operations Can Help Sales & Marketing Professionals


Gain insight into clients and prospects with an integrated Customer Relationship Management system that provides a 360-degree view of all client interactions and communications.


Improve visibility of revenue opportunities by tracking new project opportunities for new and existing clients, and by generating sales forecasting and pipeline reports.


Increase project quoting accuracy by building project quotations that use accurate data around resources, costs and prices, and can enforce margin controls.


Automate marketing campaigns by utilizing detailed client and prospect data to build target marketing lists, execute campaigns, track leads, and evaluate campaign ROI.

Learn More About Other Finance and Operations Benefits

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